+3.7%
SO vs LYFT
-6.2%
+9.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYFT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +12.4% | -13.1% | -0.3% |
| 7D | +1.7% | +14.7% | -12.9% | +2.2% |
| 30D | +11.1% | +19.1% | -8.0% | +11.8% |
| 3M | +0.7% | +12.0% | -11.3% | +1.1% |
| 6M | -1.4% | +33.3% | -34.7% | 0.0% |
| YTD | +9.4% | -3.3% | +12.7% | +11.0% |
| 1Y | +3.7% | -3.5% | +7.2% | +5.3% |
| All | +3.7% | -6.2% | +9.9% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LYFT.
Daily Out/Under-Performance
Portfolio return minus LYFT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYFT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LYFT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling